Key Duties and Responsibilities:
ï‚· Analyze project requirements while evaluating and recommending sound
approaches or applications to meet the needs of projects and clients
ï‚· Coordinate project activities and request for changes from original
specifications
ï‚· Act as liaison between Commercial Manager, Commercial Sales group and
clients
ï‚· Consistently maintain job files with appropriate supporting documents
ï‚· Maintain intimate knowledge of clients project schedule requirements and
product preferences
ï‚· Manage risk and establish project recovery plans
ï‚· Estimate and reconcile job accounts
ï‚· Provide job account documentation to the credit department
ï‚· Update jobs on order sheets and send to customers
ï‚· Coordinate project close out with credit department
ï‚· Provide Operations Manuals to customer
ï‚· Manage customer bid lists
ï‚· Interact and support outside sales employees, engineers, and technical
assistants as assigned by department supervisor
ï‚· Interact with credit and other departments, vendors and Carrier factory
ï‚· Responsible for reviewing all aspects of the Order Entry Form (OEF) from
creation until all orders are closed
ï‚· Research parts, weights and dimensions for products
ï‚· Review pricing and shipping information
ï‚· Coordinate deliveries and crane meets/lifts
ï‚· Set up new vendors in Sage
ï‚· Track, monitor and handle order revisions (returns and additions)
ï‚· Enter orders into the warranty Nest system
ï‚· Handle credit and rebill issues
ï‚· Handle proof of deliveries
ï‚· Assist customers and credit department with credit holds, CODs, and credit
card payment information
Critical Knowledge and Skills:
ï‚· Proficient in plan, drawing, and specification reading
ï‚· Strong interpersonal, organizational and communication skills with the ability to
work with cross functional teams
ï‚· Good time management and follow-up skills
ï‚· Proficient in MS Project and the MS Office Suite
ï‚· Exceptional interpersonal and communications skills
ï‚· Excellent and accurate data entry skills
ï‚· Exceptional multitasking and organizational skills
ï‚· Resolve problems/issues
ï‚· Strong attention to details
ï‚· Work independently with minimal supervision in fast paced work environment
ï‚· Review part numbers and pricing
ï‚· Research using systems and software to obtain product guides and information,
catalogs and manufacturing literature
ï‚· Respond effectively to daily issues, establish facts and draw valid conclusions,
create and execute plans
ï‚· Reliable, able to work hours dictated by the demands of position
ï‚· Required to learn HVAC Carrier Products and software (Sage, HVAC Partners,
NEST system, vendor websites)
ï‚· Work in a constant state of alertness and safe manner
Experience:
ï‚· AA/AS degree preferred w/5+ years related experience in the HVAC industry or
ï‚· BA/BS degree preferred w/2+ years related experience in the HVAC industry
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. To the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
